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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,021 | $97,125+51.4% | $86,233+70.5% | $137,256+7.1% |
| Participation rate | 31.8% | 74.2%-42.4pp | 69.0%-37.2pp | 80.0%-48.1pp |
| Annual return | 10.85% | 74.19%-63.3pp | 61.39%-50.5pp | 220.34%-209.5pp |
| Employer contribution / active EE | $920 | $2,841-67.6% | $2,504-63.3% | $4,156-77.9% |
| Participant deferral / active EE | $3,028 | $5,180-41.6% | $4,559-33.6% | $6,407-52.7% |
| Admin fee / account holder | $8,659 | $9,725-11.0% | $8,342+3.8% | $12,270-29.4% |